Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $128B
1-Year Est. Return 29.36%
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85B
AUM Growth
+$7.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,293
New
Increased
Reduced
Closed

Top Buys

1
+$307M
2
+$303M
3
+$283M
4
CRM icon
Salesforce
CRM
+$249M
5
UBER icon
Uber
UBER
+$208M

Top Sells

1
+$393M
2
+$257M
3
+$232M
4
UNH icon
UnitedHealth
UNH
+$208M
5
ORCL icon
Oracle
ORCL
+$194M

Sector Composition

1 Technology 27.15%
2 Consumer Discretionary 13.52%
3 Financials 12.3%
4 Healthcare 12%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$29.8M 0.04%
226,077
-57,535
402
$29.7M 0.04%
118,841
+21,894
403
$29.6M 0.03%
496,284
+105,933
404
$29.2M 0.03%
2,069,013
-91,708
405
$29.2M 0.03%
4,767,783
+995,420
406
$29.1M 0.03%
787,970
-34,545
407
$29M 0.03%
242,909
-11,342
408
$28.9M 0.03%
1,517,191
-33,220
409
$28.9M 0.03%
208,169
+25,529
410
$28.9M 0.03%
1,199,405
-86,320
411
$28.7M 0.03%
795,241
+25,338
412
$28.7M 0.03%
+64,593
413
$28.6M 0.03%
+240,534
414
$28.6M 0.03%
173,610
-6,285
415
$28.5M 0.03%
1,442,825
-132,858
416
$28.3M 0.03%
1,614,132
-40,293
417
$28M 0.03%
145,228
-36,809
418
$27.9M 0.03%
227,145
+15,536
419
$27.9M 0.03%
520,400
+5,545
420
$27.9M 0.03%
+731,878
421
$27.8M 0.03%
1,840,606
-159,609
422
$27.8M 0.03%
739,254
-272,051
423
$27.7M 0.03%
247,816
+26,547
424
$27.7M 0.03%
237,046
+56,588
425
$27.5M 0.03%
1,099,208
-439,070
15 16
17
18 19